Tag Archives: ACT CRM Add-ons

ACT 2013 Multi User (5 or More Licenses) will include a Free Company Maker and a Free Field Calculator Add-on

From now until the end of August when you purchase ACT 2013 Multi User (5 or More) Licenses Pro, Premium and Premium with SQL08 you will receive a Free Company Maker for ACT 2013 and a Free Field Calculator Add-ons with your order.

About Company Maker for ACT CRM

Since ACT! 2005 when company records were introduced, you can organize your contacts by the company the work for. When you create a company record, you can select contacts that you want linked to that company. Also if you add a contact, you can tell ACT! to create a company from that contact record. This is a great feature but can be time consuming if you have a lot of companies to create or contacts to link.

This is where Company Maker is a great tool. When you need to create multiple company records and link the associated contact records, Company Maker can complete the task in a couple of clicks. Also very handy when you are doing data imports, Excel imports, Outlook imports, etc..

Features

Run the utility for all contacts or a lookup of contact records

Link a contacts to existing company records

Create a company records they don’t exist and then link the contacts

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About Field Calculator for ACT CRM

Produced by The New Hampton Group, this utility is a full-feature “calculator” that uses numeric constants and the contents of fields from ACT! records to perform simple or complex calculations, and save the results into an ACT! field.

Field Calculator can reference fields on the current Contact record, the current Company record, the Group current record, and the current Opportunity record. Any combination of fields can be used, along with static numbers to perform mathematical functions:

Addition

Subtraction

Multiplication

Division

Exponentiation, Trig Functions and more

Use the intuitive wizard interface to define any number of triggers to activate Field Calculator. Put a trigger on a field activity (enter, change, leave), toolbar icon, menu item or other ACT! events. Triggers can operate on the current record (contact, company, group, opportunity), or current lookup (of contacts, companies, groups, opportunities).